MM Newsletter
  22 July, 2020
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Latest News
Money Management Original
Licensees lifting adviser fees, but who has most at stake?
The question is being asked about whether advisers will vote with their feet or look to self-licensing as they confront higher dealer group fees moving into 2021.
Money Management Original
Clawback relief sought from Govt, ASIC
Risk advisers need some relief from the harshness of clawback arrangements as life/risk clients move to cut their costs, according to the Association of Financial Advisers.
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Industry News
FPA partners with Kaplan and RMIT
The three organisations have partnered to combine a Master of Financial Planning with the CFP Certification Program.
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Industry News
Why terminating an AR may be good business
Those looking to acquire advice firms may be well-advised to terminate advisers if they have questionable regulatory compliance histories.
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What does the successful advice business of the future look like?
It has to be about more than just survival for financial planning practices as they seek to deal with reduced planner numbers and greater regulatory challenges. It’s about adopting the right business model.
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Money Management Research
Which Australian equity funds grew the most since March?
An actively managed long-only fund has led the way but finding value outside the top 20 equities on the ASX might have paid-off for other funds.
Industry News
PSK Financial Services acquires Socius Wealth Management
PSK’s growth strategy looks to partner with firms to help advisers support clients during the current challenging environment.
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Industry News
Investors viewing ESG as a ‘safe haven’ asset
There has been a “massive surge” in investors seeking environmental, social and governance investments as they are regarded by them as a safe haven.
Industry News
Student financial literacy gap closed
The gender gap in student financial literacy has been closed, according to a report released by the Australian Council for Educational Research.
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Industry News
Class completes Xplan integration
The integration focuses on automation for advisers and accountants, with the Class data feed being able to provide an up-to-date view of client wealth for financial advisers and accountants with reduced data entry.
Industry News
ASIC suspends Union Standard’s AFS
The Australian Securities and Investments Commission (ASIC) has suspended the Australian Financial Services licence of Sydney-based retail over-the-counter derivatives issuer Union Standard International.
Features
Industry News
Justice or profit?
Oksana Patron examines what the current regulations around Australia’s growing class action industry mean for litigation funders and lawyers and whether or not they serve to deliver justice over profits.
Industry News
A different ball game
Fixed income is known for its reliable defensive characters, Chris Dastoor writes, but is it still the best option during the COVID-19 economic recovery as equities rebound?
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Money Management · Level 10, 4 Martin Place, Challis Place · Sydney, NSW 2000 · Australia